At a Glance
- Tasks: Provide admin support in a dynamic Private Client department and manage legal documents.
- Company: Established HNW Wealth Management business with a supportive culture.
- Benefits: Flexible part-time hours, including school hours, and potential for growth.
- Why this job: Escape law firm politics and make a real impact in a growing team.
- Qualifications: Enthusiasm for private client law and strong organisational skills.
- Other info: Great work environment prioritising staff welfare and career development.
The predicted salary is between 24000 - 33600 Β£ per year.
PART TIME ROLE - 2-3 DAYS, depending upon your requirement, and can accommodate school hours in Surrey with flexibility on home working.
This is a fantastic opportunity to join a HNW Wealth Management business, established for over 50 years. This exciting role provides the opportunity to be a pivotal part of a growing private client department within a busy firm of Financial Advisers.
You will have practical experience of assisting with estate administration, inheritance tax, lasting powers of attorneys, wills and trusts. A genuine enthusiasm for this area of law is essential, as well as the desire to be an integral part of a successful business.
Although the role will provide a significant amount of autonomy, it is overseen by an experienced Private Client Solicitor and involves working closely with a dedicated Tax Manager and a team of professionally qualified financial advisers who are knowledgeable about trusts and estate administration.
Role Responsibilities:
- Provide comprehensive admin support in the Private Client department.
- Secretarial duties including booking meetings and arranging diaries.
- Manage and prepare legal documents related to Wills, Probate, Trusts, and Powers of Attorney.
- Manage estate administration cases.
- Assist the legal and wealth management teams to ensure clients are provided with relevant advice on IHT, trusts and capital gains tax issues.
- Assist the Tax Manager with admin tasks.
- Assist with trust administration, including supporting trustees in meeting all relevant obligations.
This is a great place to work. They recognise the pressures of a client base that has high expectations, and they prioritise the welfare of their staff.
Private Client legal assistant/paralegal/secretary * IN-HOUSE * 40k. PART TIME/school hours in London employer: Motus
Contact Detail:
Motus Recruiting Team
StudySmarter Expert Advice π€«
We think this is how you could land Private Client legal assistant/paralegal/secretary * IN-HOUSE * 40k. PART TIME/school hours in London
β¨Tip Number 1
Network like a pro! Reach out to your connections in the legal field, especially those who work in private client departments. A friendly chat can lead to insider info about job openings that might not even be advertised yet.
β¨Tip Number 2
Prepare for interviews by brushing up on your knowledge of estate administration and inheritance tax. Show us your enthusiasm for the role by discussing how you can contribute to the team and help clients navigate their legal needs.
β¨Tip Number 3
Donβt forget to showcase your organisational skills! In a part-time role, being able to manage your time effectively is key. Share examples of how you've successfully juggled multiple tasks in previous roles.
β¨Tip Number 4
Apply through our website for a smoother process! We love seeing candidates who take the initiative to connect directly with us. Plus, it shows you're serious about joining our fantastic team.
We think you need these skills to ace Private Client legal assistant/paralegal/secretary * IN-HOUSE * 40k. PART TIME/school hours in London
Some tips for your application π«‘
Tailor Your CV: Make sure your CV reflects the skills and experience that match the job description. Highlight your practical experience with estate administration, wills, and trusts to show us youβre the right fit for our private client department.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to express your genuine enthusiasm for private client law and explain why you want to join our team. Let us know how you can contribute to our growing business.
Showcase Relevant Experience: When detailing your previous roles, focus on tasks that align with the responsibilities listed in the job description. Mention any experience with managing legal documents or assisting in estate administration to catch our eye.
Apply Through Our Website: We encourage you to apply directly through our website. Itβs the best way for us to receive your application and ensures you donβt miss out on this fantastic opportunity to join our team!
How to prepare for a job interview at Motus
β¨Know Your Stuff
Make sure you brush up on your knowledge of estate administration, wills, and trusts. Familiarise yourself with the specific legal terms and processes mentioned in the job description. This will not only show your enthusiasm for the role but also demonstrate that youβre ready to hit the ground running.
β¨Show Your Flexibility
Since this role offers part-time hours and flexibility around school times, be prepared to discuss how you can manage your time effectively. Share examples of how you've successfully balanced work and personal commitments in the past, which will highlight your adaptability and commitment.
β¨Ask Insightful Questions
Prepare a few thoughtful questions about the private client department and its growth plans. This shows that youβre genuinely interested in the role and the company. You might ask about the types of cases they handle or how the team collaborates with financial advisers.
β¨Demonstrate Team Spirit
This position involves working closely with a solicitor and a tax manager, so emphasise your ability to work as part of a team. Share experiences where youβve collaborated effectively with others, especially in high-pressure situations, to show that you can contribute positively to their dynamic.